Finance Administrator

Finance Administrator

Fixed Term Contract (12 months) Full year 40 hours per week Salary: £26,000 Start: ASAP Closing date: Monday, 16th of March 2026 at 9:00am

Westholme School is seeking a Finance Administrator who will be an important part of the Finance team. The Finance Administrator will report to and provide support to the Assistant Finance Manager.

The responsibilities detailed below are representative and may evolve over time.

This role requires regular collaboration with colleagues, parents, and external organisations to facilitate efficient financial processes and clear communication.

Key Responsibilities:

• Process telephone payments and accurately record transactions on the payment tracker (e.g. Streamline).
• Support credit control procedures, including following up on overdue accounts.
• Maintain, organise, and archive student records.
• Code and process Purchase Ledger (PL) invoices using Dext, ApprovalMax, and Xero.
• Monitor invoices within ApprovalMax and follow up as required.
• Chase outstanding invoices and supplier statements.
• Review and verify entries within the Purchase Requisition Log.
• Place orders and arrange related online payments for staff.
• Manage and respond to supplier queries.
• Prepare and process the weekly BACS payment run.
• Process company credit card statements.
• Review and process staff expense claims.
• Administer Evolve payments and receipts relating to trips and activities.
• Update and maintain trackers and analytical spreadsheets for the Assistant Finance Manager.
• Assist with payment processing and follow-up of overdue accounts.
• Support the organisation, maintenance, and archiving of student files.
• Maintain, organise, and archive the Trade Payables account.

About You:

• Skills and experience in Transactional processing.
• Excellent levels of written and verbal communication.
• Excellent skills in both organisation and prioritisation.
• Professional and approachable manner.
• Flexible and helpful personality.
• Calm, diplomatic and level-headed.
• An appreciation of the need for discretion and confidentiality is essential.
• Confident in own decision-making and working on own initiative.

Safeguarding

Westholme School is committed to safeguarding and promoting the welfare of children and expects all staff to share this commitment. Any appointment will be subject to appropriate pre-employment checks.